WCF

West Coast Financial Portfolio holdings

AUM $876M
1-Year Est. Return 5.74%
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$352M
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.77M
3
+$3.74M
4
CMI icon
Cummins
CMI
+$2.57M
5
EBIX
Ebix Inc
EBIX
+$1.92M

Top Sells

1
+$5.16M
2
+$3.86M
3
+$3.67M
4
AAPL icon
Apple
AAPL
+$2.69M
5
WAB icon
Wabtec
WAB
+$2.67M

Sector Composition

1 Healthcare 13.86%
2 Financials 11.27%
3 Technology 10.39%
4 Industrials 10.19%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.6M 1.31%
129,120
+8,584
27
$4.58M 1.3%
237,023
-6,698
28
$4.39M 1.25%
101,020
-3,320
29
$4.14M 1.18%
66,872
-1,910
30
$4.14M 1.17%
37,739
+596
31
$4.13M 1.17%
53,912
-12,402
32
$3.79M 1.07%
82,549
-1,099
33
$3.77M 1.07%
186,273
-54,165
34
$3.58M 1.02%
22,488
-414
35
$3.51M 0.99%
32,291
-5,657
36
$3.4M 0.97%
25,470
-13,470
37
$3.4M 0.97%
65,442
+5,961
38
$3.16M 0.9%
19,593
-10,143
39
$3.02M 0.86%
71,259
-5,574
40
$2.75M 0.78%
107,863
-26,054
41
$2.58M 0.73%
69,284
-11,159
42
$2.32M 0.66%
39,050
-581
43
$1.92M 0.54%
+45,050
44
$1.88M 0.53%
75,462
+31,420
45
$1.84M 0.52%
12,945
-515
46
$1.71M 0.49%
16,233
+3,490
47
$1.65M 0.47%
12,307
+5,685
48
$1.61M 0.46%
14,973
+310
49
$1.51M 0.43%
50,572
-30,778
50
$1.49M 0.42%
4,626
-11,370
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